Position in STC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$660
+$45 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#225
of 247 holders
Holding Since
Mar 2021
13 quarters on record
Common Shares in STC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $11,792,470 across 15 Insurance - Property & Casualty names. STC ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
13,961 | $3,049,780 | |
| 2 | CB |
Chubb Ltd
|
8,439 | $2,875,504 | |
| 3 | ALL |
Allstate Corp
|
12,046 | $2,866,224 | |
| 4 | TRV |
Travelers Companies, Inc.
|
8,607 | $2,841,342 | |
| 5 | L |
Loews Corp
|
826 | $93,511 | |
| 6 | CINF |
Cincinnati Financial Corp
|
99 | $18,328 | |
| 7 | WRB |
Berkley W R Corp
|
191 | $13,471 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
40 | $13,192 |
All Filings in STC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $660 | 10 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $615 | 10 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $702 | 10 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $5,425 | 74 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,817 | 74 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,279 | 74 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $674 | 10 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $747 | 10 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $620 | 10 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $650 | 10 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $587 | 10 | Shares | Sole | 2024-02-06 | |
| 2021-12-31 | $3,268 | 41 | Shares | Sole | 2022-01-14 | |
| 2021-03-31 | $2,133 | 41 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||